I’m Cait, a Dubsado Certified Specialist and systems strategist. Since 2020 I’ve built systems for 200+ businesses and organizations, from photographers and wedding pros to mobile bars, venues, coaches, and nonprofits. Before that I spent years running programs inside nonprofits, which is where I learned that a business only scales when the process is written down and the busywork runs itself.
I’m obsessed with Taylor Swift, Indian food, my label maker, and certifiably INSANE Google Sheets, and I live with an obnoxiously stubborn belief that everything you want to automate is possible.
How a done-for-you setup works
- Discovery call. We talk through your business and make sure we’re the right fit.
- Onboarding questionnaire. You share the details that don’t change often: branding, services, policies, and links.
- Process Mapping Session. We map your dream client experience from first inquiry to final follow-up, and you leave with a step-by-step plan for your whole system.
- Content approval. You review every email, form, and proposal I’ve drafted and make it sound like you.
- I build it. Workflows, forms, emails, schedulers, payment plans, and every automation Dubsado allows. You don’t touch a thing.
- Launch and support. We walk through the whole system together on Zoom, you get a Next Steps Guide, and I’m on hand for 30 days of support after launch.
Most setups take about 4 weeks.
See every setup I’ve built, with the workflows, automation rates, and hours saved: caitpotter.com/results/service/done-for-you-dubsado/
